How To - Basic

QuickPay

• Using the Lookup Feature in QuickPay
• Processing a Payment Using QuickPay

Tokens

• Adjust Tokens
• Deactivating a Token
• Deleting a Token
• EMV Transactions with Token Restrictions
• Moving or Editing a Token
• Refund with Stored Tokens

See all 8 articles

Manual Transactions

• Making a Correction Entry
• Manually Voiding a Duplicate Transaction using the RFMSccsA Console
• Payment showing in PAYLEX Batch Settlement or Cloud Batch Settlement is Missing in Receipts
• Posting a Payment at Another Store
• Processing a Manual Refund
• Re-Run a Payment without knowing the Card Number

See all 7 articles

General

• Handling AVS Mismatches when an AVS Match is Required
• How to Search for a Card via the Last 4 Digits from the “Review All” History Page
• Recording ProTrade and Synchrony payments when PAYLEX Payment Services is Active
• Swiping a Card
• Taking Payment for Another Store
• Temporarily Suspending Address Verification

See all 8 articles

MultiPAY

• MultiPAY By Credit Card
• Running a Manual Transaction to Post a MultiPAY Payment
• Swiping a Card for a MultiPAY Payment
• Using a Token for a Payment in MultiPAY
• Using QuickChip to Post a MultiPAY Payment

ACH/FIN

• Account Setup for ACH
• Account Setup for FIN
• Processing a Financit Payment
• Processing an ACH payment
• Taking an ACH Payment from the Over the Counter Payment Screen

Printing Documents

• How to Reprint a Receipt
• How to Reprint the Deposit Slip Summary Report
• Printing/Reprinting Settlement Reports (via AutoBatch or "On Demand")
• Turning Off Print Credit Card Signature on Invoices

Chip Card (EMV)

• QuickChip Card Transactions
• Setting up QuickChip Card Transactions
• Silence the VP3300 / VP8300

Online

• Allowing Customers to Pay Online
• PAYLEX Cloud Console – Adding Users
• PAYLEX Payment Services Mobile – Charging a Card using the Token

RFP (Request for Payment)

• Sending an RFP (Request for Payment) to a Customer